Flanagan Financial Management provides personalized investment advice to individuals and charitable organizations. The firm offers discretionary portfolio management, where they make investment decisions on your behalf, and asset allocation services, where they provide recommendations on how to allocate your investments. Flanagan Financial Management primarily advises on equity securities, mutual funds, exchange traded funds (ETFs), fixed income products, and real estate investment trusts (REITs).
Assets Under Management$24M
Clients5
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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